Reports and Generic Inquires

Above you can see that each line item is showing 5 in the qty and in qty shipped. These are individual items with the same sku and should be listed as one.We have dug though the report builder and can get the qty right in the line details but when we try with the shipped it will display the correct amount if the skus are all the same but when adding multiple skus it zeros out. Any ideas?  

I have an Generic Inquriy column called orig_ord_type which, depending on the ARInvoice.DocType could either be a ‘C’ for Credit or an ‘O’ for Invoices and Debit Memos. My logic for this  is =IIF(LEFT([ARInvoice.DocType], 6)  =  'Credit', 'C', 'O') which accounts for Credit Memos and Credit WO (Write Offs) which should be coming up as ‘C’, but everything is coming up as an ‘O’. I’ve even tried using =IIF([ARInvoice.OrigDocAmt] < 0.00, ‘C’, ‘O’) and anything listed as a Credit still had an O in the column. If anyone has other ideas, they would certainly be appreciated, even using the =SWITCH function. I’ve tried the =SWITCH and I received an error about the MEMO token. 

Hello,I’ve configured a Generic Inquiry for invoices and memos screen and a push notification of type of webhook to receive data change events to my external system . Acumatica is Sending the evnet data but the notification data is having multiple elements (lines) in the inserted and deleted arrays. I would like to limit the number of elements (lines) to be send via push notification since I’m facing push notification  failures due to data size. Kindly request to assist me on fixing this issue.Example push notification data:{  “Inserted”: [    {“ReferenceNbr”: “AR0001”},{“ReferenceNbr”: “AR0002”}  ],  “Deleted”: [],  “query”: “Generic inquiry name”}

I am looking at adding a GI for customer Service Order lookups, that will allow me to issue user credentials to a few customers.  From there they can look up basic information on all their current Service Orders.  Unfortunately it does not appear that the Self Service Portal is capable of Service Orders, only cases.  (Hopefully they will add this natively soon).I was hoping to create a Dashboard that would show the relevant information but that was tied directly to a login.  It doesn’t look like you can create an Attribute directly for the User but you can for the employee.  I was thinking about creating an Attribute at the Employee Class level “Customers”, that allowed for me to enter the customer number assigned to the login.  What I don’t know how to do, is to associate the GI with the current person logged in and place a condition in the GI that looks at the Attribute (Customer) and filters the customer based on that info.  Any thoughts, or potentially better avenues to go about th

I am trying to create a GI that shows all Employees who have clocked into jobs, but have not yet clocked out. I have 2 GIs set up that combined seems to get what I want. I am getting all entries where StartTime is NOT empty and where EndTime IS empty. I am doing this on the AMClockTran and AMClock Item tables.Is there a way to get all employees that are currently clocked in on one report?What is the difference in these 2 tables?

Customer is printing large number of custom labels (5000) and finding only half will print and then stopThe print preview has all the labelsWould their be some restriction on this ?Would their be something different in 24R1 vs 23R1 ? 

We finally have been able to print our UPS shipping labels but now have ran into another issue. The report generated label itself, it is printing as a SAMPLE label and they are not including the UPS information (Tracking number, routing code, etc.)How do we get these items to print, and the label to not say “Sample” and also all the UPS information (Tracking number, routing code, etc.).Acumatica Cloud ERP 2023 R2Build 23.212.0024 +Did I miss any settings or parameters while configuring? 

Hello,I’m trying to edit the default Landed Cost GI (PO3030PL) to also include just two more columns on the results grid – the Purchase Receipt Nbr and the Purchase Order Nbr. This will help our accounting and logistics teams more easily match landed cost to invoices and reconsiliations since the invoices are always by PO or PR. I found the correct tables to add and can grab the field on the results grid, but the column(s) can’t pull data since it’s flagging the relations tab not joining the tables correctly. However, I’ve tried adding the new table as both inner, right, and left join but none of those work. Can someone let me know what the ‘relations’ tab should look like in order to make this work? (Add X as a left join… etc) Screencap below is what relations tab looks like without me adding anything.   

Hi community members! I am looking to build a GI that lists all Vendors and the Date the Last PO was placed with them. It would be nice if the last PO number also was returned. I have left joined the Vendors to the PO’s and have the dates and fields mentioned above but, of course, the vendor repeats with each different date. I tried to use a Max formula on the PODate field to get the most recent but, no luck. I also tried grouping but the date returned is not always the Last PO Date in the system. Any ideas on how to accomplish this? 

We have a few of our generic inquires that have disappeared on our favorites screen and we are now unable to even search for them. We now have to go to generic inquires, type in the inquiry title, and view the inquiry to get the needed information pulled up. Any advise on how to fix this or how this may have happen to begin with?

Hi All,Please be aware that I need a comprehensive access report from Acumatica. Currently, there are no reports available that provide field-level access rights; the only existing report covers screen-level updates.Thanks 

We have a report that prints the pack list along with Lot Serial Nbr. Currently the items on a shipment are repeating multiple times because the items are located on multiple locations.   Current OutputHow can we display items along with lot serial number, total shipped qty but not have it split these lines based on location? We currently have it grouped by Sales Order Nbr and Order type.    I have also attached the rps file of the report for reference. Thank you for the help in advance! 

When printing a Sales order (particularly large orders) we have a sub report that summarises by Item, Colour and Size. This was made up of a sub report within a sub report which was then added to the sales order form as a footer section. The issue is that for large orders, there is no page break in the summary section and the remaining information is not printed. When changed to a header section, the system is printing a line of the detail section, followed by the summary table and continues that way for the entire report. How can I get the summary information to print on multiple pages and then print the normal sales order lines. I have attached the forms and sub reports being used.

I would like to get some help with a conversion issue in the Results Grid. I have a Generic Inquiry that I was able to successfully pull in the customer name as the parent name if that field is empty (parent and child are the same company in some cases). I attempted to do something similar with the parent account number using the customer number in place but we have several parent accounts that are not “standard” numerics such as ‘AAMBER’, ‘INTMISC’, ‘C000012’, ‘C000013’, with several others similar to those few. My logic for the parent name substitution is: =ISNULL([BAccountR.ParentBAccountID_description], [BAccountR.AcctName], [BAccountR.ParentBAccountID_description]), the the logic for the Parent Account number is: =ISNULL([Customer.ParentBAccountID], [BAccountR.AcctCD], [Customer.ParentBAccountID]). A conversion error is popping up which I do understand why, but if there is a workaround I would appreciate any help. 

Does anyone have a recommendation for how to make a list of what Generic Inquires use a specific table or specific field?  This would be useful when Acumatica makes a change to a table (INSiteStatus) or field (AMReplenishmentSource) so we can quickly edit our GIs that would be affected.  I know I can have a GI list all of our GIs, but not sure how to look deeper into them to get this information.  Possible?

I am currently customizing the check remittance report and I’m trying to get it to total up the dollar value of the invoices before the cash discount is taken. I can get it to work unless the amount of invoices exceeds the number of lines on the remittance, in which case it only totals those currently contained in the report with the following expression =SUM([APPrintCheckDetailWithAdjdDoc.AdjdInvtMult]*[APPrintCheckDetailWithAdjdDoc.AdjdCuryOrigDocAmt]). How can I get it to sum all of them?  the APPayment DAC doesn’t appear to contain that amount anywhere so the report needs to add it up somehow.  Any help is much appreciated.

I am trying to make a copy of the Sales Orders GI that is in Acumatica but I want the GI to display the Inventory ID of the items in the Sales order, I tried adding the SOLine table to the GI and relating it to the SOOrder table but the Inventory ID result tab just shows up as blank for all sales orders despite having multiple Inventory items and Inventory ID codes in each SO. has anyone else ever done this before and could show me what I need to do to get those ID codes to display in the GI?

We will be creating Blanket Sales Orders, after being on Acumatica for a while.I noticed that Blanket Sales Orders show up alongside the child sales orders on the SOOrder and SOLine DACs, which causes lines to duplicate in GI’s using these tables (For each child sales order line, a blanket order shows).My current plan is to filter each GI (we have hundreds affected) where the order type’s SOOrderType.Behavior = “Blanket order” as a future proof if the order type id or additional blanket order types are introduced. (DAC)Is there another route that doesn’t require a change to every GI?Anything else I should be thinking through?

Does anyone know of an iquiry that can give me a list of open service orders that have items on them from a specific warehouse? For example. I would like to list open/completed service orders that have items on them frome warehouse 03 within a specific time period.

In a report I need to fetch data from GLHistory DAC, in my report table schema I have join GLAccount also. I need to get the sum of GLHistory.FinBegBalance where the Account Id is equal to 7000. for that I add variable and set its value base on a IIF condition. but it is not working.Herewith I have attached my report, inside the details section I have define the variables. currently I have changed the if condition as bellow for debugging purposes=IIf( [Account.AccountCD] = '7001',True, False) I tried different ways such as=IIf( [Account.AccountID] = 7001,True, False) =IIf( [Account.AccountCD] = 7001,True, False) etc. but nothing works

In a report I use FABookBalance.BookID field. According to its definition it is an integer type, when I print it in the report it displays the FABook.BookCode field’s value. It is string type. But FABook table did not contains in the table schema of the report. I need to add a filter based on FABookBalance.BookID. Following screenshot shows the data exist in both of tablesFollowing is FABookBalance.BookID field definition  public abstract class bookID : PX.Data.BQL.BqlInt.Field<bookID> { } protected Int32? _BookID; [PXDBInt(IsKey = true)] [PXDefault()] [PXSelector(typeof(Search2<FABook.bookID, InnerJoin<FABookSettings, On<FABookSettings.bookID, Equal<FABook.bookID>>>, Where<FABookSettings.assetID, Equal<Current<FixedAsset.classID>>>>), SubstituteKey = typeof(FABook.bookCode), DescriptionField = typeof(FABook.description), CacheGlobal = true)] [PXUIField(DisplayName = "Book")] public virtual Int32? BookID {

I have a generic inquiry that shows PMTimeActivity Data. I’ve allowed Mass Update, and want to be able to mass update Project Tasks. However, the Project Task selector has no available tasks to select. I can ensure there are tasks available for this project, but they don’t show up in this selector. I’ve also put Project Task Id in the results grid. It’s also worth noting that Project and Service Item selectors work fine. I have a bad feeling it’s because the selector doesn’t know what Project to reference, as that is a requirement of ProjectTaskID in the PMTimeActivity DAC (DAC code copied below). Any ideas or work arounds? #region ProjectTaskID public abstract class projectTaskID : PX.Data.BQL.BqlInt.Field<projectTaskID> { } [PXDefault(typeof(Search<PMTask.taskID, Where<PMTask.projectID, Equal<Current<projectID>>, And<PMTask.isDefault, Equal<True>>>>), PersistingCheck = PXPersistingCheck.Nothing)] [ProjectTask(typeof(projectID), BatchModule

I am attempting to create a dashboard widget that allows the sales reps in our company to track contacts who have a specific value set into an attribute on those contacts, in this case that value is “Garlic 2024”. when I open the all contacts GI and go to the results field for campaigns and either enter “equals Garlic 2024” or the “Is not empty” options it filters down to the campaign contacts properly but when I attempt to setup a filter in the dashboard widget using the same options it returns no results as though it is filtering out everything. is there something broken or am I doing this wrong?I included as many screenshots showing my settings as I could think of to help show what I am seeing here.

How can I add the Remit to address to a Vendors GI? The account address is already used in the GI and is from the same table and is the same data field as the Remit to Address. The address being pulled for the GI is always the account address and is unable to also pull the remit to address. Has anyone ever tried doing this before? 

      I am using a GI as data source, and trigger business event to email sales that some shipline is not shipped in full.      I will list all shortage ship lines in the email body.       It is working fine with the below method.          However, the sales are complaining it is not looked nice,        Like below        Can I make each field display in fixed length, just like what is showed in Report designer?